Team
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Eric Wolf
MD, Head of GLFI
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Lori Coakley
MD, Head of Business Solutions and Fund Connect ETF
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Sean Healy
MD, Head of Product Sales
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Ginelle Pennycooke
MD, Head of EMEA
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Lauren Gibson
VP, Head of APAC
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Joseph Selvaggio
VP, Head of Clear Connect
History timeline
2000
Launch of Fund Connect
A global web-based trading platform for money market funds.
2001-2004
Real-time Connectivity in US and Europe
Allowing straight through processing with all major global fund providers through a single interface.
2005
Launch of Fund Connect CoBrand Capabilities
Allowing for technology to be distributed through private-labeled partnerships. These include banks as well as minority, veteran and women owned brokerages for a diversified and expanded client base.
2008
Launch of Fund Connect ETF
A web based platform simplifying the creation and redemption of ETF’s for the primary market.
2014
Launch of Auto Settlement
Seamlessly allows clients to couple trading with cash and custody settlement, eliminating processing time in daily flow through SWIFTbased settlement for trades.
2015
Launch of Propriety API
Live with first Authorized Participant placing ETF creation and redemptions orders in the US.
2016
Launch of ETF FI Negotiated BSKT
Integration with BSKT to automate custom negotiated FI orders between market makers/authorized participants and portfolio managers.
2019
Expansion into APAC
Opened Singapore office further strengthening our global presence with boots on the ground in US, Europe and Asia.
2020
20 Year Anniversary Platform Upgrade
Enhanced user experience, modernized graphics and addition of widget enabled customized dashboard.
2022
Launch of FIX API
Live with first Authorized Participant placing FIX ETF creation and redemption orders in US.
2024
Launch of Global API
Deployed API allowing Authorized Participants to place ETF creation and redemptions orders globally in any market.

Partners